Connect Docugami and BaseLinker to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

BaseLinker

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

New Order

New Order

Triggers when a new order is confirmed.

New Invoice

New Invoice

Triggers when a new invoice is created.

Order Status Changed

Order Status Changed

Triggers when the status is changed on a order.

Request a new Trigger for Docugami

Do thisActions

Action is the task that follows automatically within your Docugami integrations.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Add Invoice

Add Invoice

Add an invoice to the order

Add Order

Add Order

Creates a new order

Add Payment

Add Payment

Add a payment to the order

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Frequently Asked Questions

How do I start an integration between Docugami and BaseLinker?

To start, connect both your Docugami and BaseLinker accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in BaseLinker (or vice versa).

Can we customize how data from Docugami is recorded in BaseLinker?

Absolutely. You can customize how Docugami data is recorded in BaseLinker. This includes choosing which data fields go into which fields of BaseLinker, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docugami and BaseLinker?

The data sync between Docugami and BaseLinker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docugami to BaseLinker?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docugami and BaseLinker?

Yes, you can set conditional logic to control the flow of data between Docugami and BaseLinker. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

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BaseLinker

About BaseLinker

BaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.

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